LOWELL BLAKE & ASSOCIATES INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	413	$544.8M
Non-Discretionary	19	$51.7M
Total	432	$596.6M

Clients

Type	Number	RAUM
Individuals	61	$30.7M
HNW Individuals	76	$289.1M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	2	$2.5M
Charitable organizations	22	$112.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	1	$2.1M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	2	$5.0M
Other	91	$155.1M

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed feesTRUSTEE FEES

Identifiers

SEC RIA File Number	801-9892
SEC ERA File Number	801-9892
SEC CIK Numbers	1816635
SEC CRD Numbers	105127
Legal Entity Identifier	None

Principal Office

141 TREMONT STREET
SUITE 200
BOSTON
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic